Paulo Coelho

Paulo Coelho is a partner and wealth & fiduciary advisor at Evercore Wealth Management and a managing director at Evercore Trust Company NA, serving families, foundations and endowments.

Mr. Coelho joined the firm in 2012 from Convergent Wealth Advisors, where he served as a lead advisor to high-net-worth families, responsible for designing and implementing wealth management strategies. He was previously a senior investment analyst at Ipreo and a senior analyst at Thomson Reuters.

Mr. Coelho received a B.A. in economics & business and international affairs from Lafayette College. He holds the certified trust and fiduciary advisor designation. In addition to English, he speaks Portuguese and Spanish.